☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR 3701 Wayzata Blvd, Suite 300 Minneapolis, Minnesota 55416 (Address and zip code of principal executive offices) 41-1801204 (I.R.S. Employer Id ...

Core Insights - Tactile Systems Technology, Inc. reported strong financial results for Q4 and full year 2025, highlighting double-digit revenue growth and improved profitability metrics [3][4][9]. Financial Performance - Q4 2025 total revenue increased by $18.0 million, or 21%, reaching $103.6 million compared to $85.6 million in Q4 2024 [4][7]. - Full year 2025 total revenue rose by $36.5 million, or 12%, to $329.5 million from $293.0 million in 2024 [9][10]. - Q4 2025 gross profit increased by $16.6 million, or 26%, to $81.0 million, with a gross margin of 78% compared to 75% in Q4 2024 [5][7]. - Full year 2025 net income was $19.1 million, or $0.82 per diluted share, up from $17.0 million, or $0.70 per diluted share in 2024 [10][8]. Product Line Performance - In Q4 2025, sales and rentals of the lymphedema product line increased by $12.4 million, or 16%, while airway clearance product line sales surged by $5.6 million, or 66% [4][9]. - For the full year 2025, lymphedema product line sales rose by $19.0 million, or 7%, and airway clearance product line sales increased by $17.5 million, or 52% [9]. Cash Flow and Balance Sheet - Operating cash flow for 2025 was $42.8 million, compared to $40.7 million in 2024 [7]. - As of December 31, 2025, the company had $83.4 million in cash and no outstanding borrowings, down from $94.4 million in cash and $26.3 million in borrowings at the end of 2024 [11]. Strategic Developments - The company acquired LymphaTech, enhancing its lymphedema solutions portfolio and R&D capabilities with digital 3D scanning technology [7]. - Tactile Medical anticipates continued growth in its lymphedema business and deeper collaborations with DME partners in the respiratory sector as it enters 2026 [3]. 2026 Financial Outlook - The company expects total revenue for 2026 to be between $357 million and $365 million, representing an 8% to 11% year-over-year growth [12]. - Adjusted EBITDA for 2026 is projected to be in the range of $49 million to $51 million, compared to $44.8 million in 2025 [12].

Exhibit 99.1 Tactile Systems Technology, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results MINNEAPOLIS, MN, February 17, 2026 – Tactile Systems Technology, Inc. ("Tactile Medical"; the "Company") (Nasdaq: TCMD), a medical technology company providing therapies for people with chronic disorders, today reported financial results for the fourth quarter and full year ended December 31, 2025. Fourth Quarter 2025 Summary: Full Year 2025 Summary: Recent Business Highlights "In 2025, we executed with ...

Core Insights - Tactile Systems Technology, Inc. has acquired LymphaTech Inc. for an upfront payment of $6.8 million, with additional contingent payments based on future milestones [1][2] Company Overview - Tactile Medical is a medical technology company focused on therapies for chronic disorders, including lymphedema, and aims to enhance patient care through innovative solutions [6] Acquisition Details - The acquisition of LymphaTech will expand Tactile Medical's lymphedema portfolio, introducing new solutions for accurate disease identification and progression monitoring [2][5] - LymphaTech's technology includes a hand-held device that provides precise fluid volume and circumference measurements, improving the identification of lymphedema [3] Technological Advancements - LymphaTech's platform supports real-time measurement and longitudinal surveillance, allowing clinicians to track disease progression and treatment response effectively [4] - The platform is also utilized by compression garment manufacturers to enhance measurement accuracy and streamline workflows [4] Strategic Positioning - The acquisition positions Tactile Medical as a leader in integrated solutions for lymphatic dysfunction, enhancing its capabilities in patient engagement and long-term monitoring [5] - The company aims to address the needs of approximately 20 million symptomatic patients in the United States, leveraging advanced research and technology [5]

MINNEAPOLIS, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Tactile Systems Technology, Inc. (“Tactile Medical”; the “Company”) (Nasdaq: TCMD), a medical technology company providing therapies for people with chronic disorders, today announced that fourth quarter and fiscal year 2025 financial results will be released after the market closes on Tuesday, February 17, 2026. Management will host a conference call with a question and answer session at 5:00 p.m. Eastern Time on February 17, 2026, to discuss the results of th ...

Tactile Systems Technology, Inc. (TCMD) Investment Analysis TCMD's recent stock price decline of approximately 4.22% over the past 30 days and 5.25% in the last 10 days may present a buying opportunity for investors. The company has a Piotroski Score of 8, indicating strong financial health and robust fundamentals. Analysts have set a target price of $32.50 for TCMD, suggesting significant growth potential and making it an attractive investment option.Tactile Systems Technology, Inc. (NASDAQ: TCMD) is a med ...

Summary of Tactile Medical Conference Call Company Overview - **Company**: Tactile Medical - **Industry**: Medical Technology, specifically focusing on lymphedema and airway clearance products Key Points Financial Performance - Q3 results showed strong performance with beats and raises in both lymphedema and airway clearance businesses [3][4] - The company is in a healthy financial position with cash reserves, retired debt, and stock buybacks [4] Market Opportunity - The lymphedema and bronchiectasis markets are under-penetrated, presenting significant growth opportunities [3][4] - There are approximately 20 million people in the U.S. with lymphedema, but only 2 million are diagnosed, and less than 10% are on medical device therapy [34][35] Strategic Focus - The company is focusing on improving access to care, product innovation, and lifetime value [4] - Investments in CRM and sales force restructuring are aimed at enhancing sales productivity [7][9][10] Product Portfolio - The **Nimble** pump has been successful, leading to market leadership in both basic and advanced pump categories [21][22] - The **FlexiTouch** product is expected to benefit from new reimbursement policies, transitioning from a headwind to a tailwind [14][16][17] Reimbursement Changes - Transition from Local Coverage Determination (LCD) to National Coverage Determination (NCD) is expected to provide a more favorable reimbursement environment [12][14] - The company anticipates seeing positive impacts from these changes in Q4 [16] Innovation and Development - Plans for next-generation products, including enhancements to the AffloVest, are underway, with a focus on portability and connectivity [53] - The company is actively working on expanding its product offerings and improving existing products [22][63] Market Dynamics - The airway clearance market, particularly the AffloVest, is also performing well, with expectations of continued double-digit growth [46][50] - The company is leveraging partnerships with top DMEs to enhance product distribution and awareness [42][44] Future Outlook - The company expects to maintain growth in line with market trends, projecting revenue growth of around 10% for 2026 [54][55] - Continued investments in technology and infrastructure are planned, with a focus on achieving operational leverage [55][57] Capital Allocation - The company has paid down debt and is open to share repurchase programs while maintaining sufficient capital for internal growth and strategic opportunities [57][58] Additional Insights - The company is actively working to raise awareness about lymphedema and improve diagnosis rates, which is crucial for market penetration [36][37] - The competitive landscape for head and neck lymphedema treatment is favorable for Tactile Medical, as it holds unique coverage advantages [33][34] This summary encapsulates the key insights and strategic directions discussed during the Tactile Medical conference call, highlighting the company's strong market position and growth potential in the medical technology sector.

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1] Company Overview: Tactile Systems Technology (TCMD) - TCMD currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting it is positioned for potential outperformance in the market [3] Performance Metrics - TCMD shares have increased by 8.44% over the past week, while the Zacks Medical - Instruments industry remained flat during the same period [5] - Over the past quarter, TCMD shares have surged by 93.22%, and they have gained 36.98% over the last year, significantly outperforming the S&P 500, which rose by 5.43% and 14.79% respectively [6] - The average 20-day trading volume for TCMD is 753,286 shares, indicating a bullish trend as the stock is rising with above-average volume [7] Earnings Outlook - In the last two months, three earnings estimates for TCMD have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $0.62 to $0.80 [9] - For the next fiscal year, three estimates have also moved higher, reflecting positive sentiment regarding the company's earnings potential [9] Conclusion - Given the strong performance metrics and positive earnings outlook, TCMD is identified as a promising investment opportunity with a Momentum Score of A and a Zacks Rank of 2 (Buy) [11]

Company Performance - Tactile Systems Technology (TCMD) has returned approximately 51.4% since the start of the calendar year, significantly outperforming the average gain of 8.8% in the Medical sector [4] - The Zacks Consensus Estimate for TCMD's full-year earnings has increased by 26.5% over the past 90 days, indicating improved analyst sentiment and a stronger earnings outlook [3] Industry Comparison - Tactile Systems Technology belongs to the Medical - Instruments industry, which includes 81 companies and currently ranks 81 in the Zacks Industry Rank, with an average gain of 6% this year [5] - In contrast, Aveanna Healthcare, which has outperformed the sector with a year-to-date increase of 102.9%, is part of the Medical - Outpatient and Home Healthcare industry, ranked 40, with an industry gain of 12.5% since the beginning of the year [4][6] Sector Ranking - The Medical sector, which includes 947 individual stocks, is currently ranked 3 in the Zacks Sector Rank, indicating a strong overall performance relative to other sectors [2] - Tactile Systems Technology holds a Zacks Rank of 2 (Buy), suggesting it is positioned well for potential future gains [3]

Group 1: Stock Highlights - Tactile Systems Technology (TCMD) has seen a 29% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Naspers (NPSNY) has experienced a 20.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - SB Financial Group (SBFG) has recorded a 5.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - OP Bancorp (OPBK) has seen a 4.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [4] - Sony (SONY) has experienced a 4.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [4]